Rockwell Automation(NYSE) ROK

Rockwell Automation helps factories run more efficiently using smart technology. Systems help businesses make products faster while using less energy. The company supports industries like car making and food production.

How Factories Get Smarter

• Intelligent Devices: Hardware like drives and sensors that physically move and monitor production lines; sales were $1.08 billion in the third quarter of fiscal 2026.
• Software & Control: Digital tools for factory data management, cybersecurity, and digital twin simulation, which creates virtual models of physical systems; sales were $751 million in the third quarter of fiscal 2026.
• Lifecycle Services: Maintenance, consulting, and implementation support to keep connected industrial systems running; sales were $482 million in the third quarter of fiscal 2026.

Building for the Future

• Completed the dissolution of the Sensia joint venture on April 1, 2026.
• Confirmed New Berlin, Wisconsin, as the location for its largest global manufacturing site in 2026.
• Purchased the Mequon, Wisconsin, facility in January 2026 for engineering and manufacturing use.
• Executing a $2 billion investment plan for plants and digital infrastructure over five years.

A Dedicated Industry Specialist

Rockwell Automation operates as the largest global firm dedicated entirely to industrial automation and digital transformation. It reaches customers through a network of independent distributors and a direct sales force.

Performance by the Numbers

• Total sales reached $2.31 billion in the three months ended June 30, 2026, up 8% year over year.
• Organic sales, which the company classifies as a non-GAAP measure, increased 10% in the third quarter of fiscal 2026.
• Net income was $408 million in the three months ended June 30, 2026, compared to $295 million in the prior year.
• Free cash flow, a non-GAAP measure, reached $1.1 billion for the nine months ended June 30, 2026, up from $953 million in the prior year.
• The company spent $754 million to repurchase 2 million common shares during the first nine months of fiscal 2026.

Bottom Line

Rockwell Automation has evolved from a hardware manufacturer into a provider of digital transformation solutions. Its focus on automation helps industrial clients manage labor shortages and energy transitions.